CAN
Claraphi Advisory Network’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-972
| Closed | -$240K | – | 258 |
|
|
2022
Q2 | $240K | Sell |
972
-43
| -4% | -$10.6K | 0.08% | 218 |
|
|
2022
Q1 | $251K | Sell |
1,015
-875
| -46% | -$216K | 0.07% | 226 |
|
|
2021
Q4 | $507K | Sell |
1,890
-29
| -2% | -$7.78K | 0.18% | 149 |
|
|
2021
Q3 | $463K | Buy |
1,919
+46
| +2% | +$11.1K | 0.16% | 153 |
|
|
2021
Q2 | $433K | Buy |
1,873
+908
| +94% | +$210K | 0.13% | 184 |
|
|
2021
Q1 | $216K | Buy |
965
+25
| +3% | +$5.6K | 0.06% | 282 |
|
|
2020
Q4 | $202K | Sell |
940
-40
| -4% | -$8.6K | 0.06% | 265 |
|
|
2020
Q3 | $215K | Buy |
+980
| New | +$215K | 0.08% | 218 |
|
|
2020
Q2 | – | Sell |
-1,259
| Closed | -$208K | – | 826 |
|
|
2020
Q1 | $208K | Buy |
+1,259
| New | +$208K | 0.1% | 187 |
|
|
2019
Q4 | – | Sell |
-1,944
| Closed | -$417K | – | 326 |
|
|
2019
Q3 | $417K | Buy |
+1,944
| New | +$417K | 0.25% | 88 |
|
|
2019
Q2 | – | Sell |
-1,142
| Closed | -$217K | – | 261 |
|
|
2019
Q1 | $217K | Buy |
+1,142
| New | +$217K | 0.14% | 193 |
|
|
2018
Q2 | – | Sell |
-1,426
| Closed | -$223K | – | 281 |
|
|
2018
Q1 | $223K | Buy |
+1,426
| New | +$223K | 0.16% | 210 |
|